David Potok
Investment Advisor
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David completed his BA from the University of Toronto in 2000 and started his career as an Investment Advisor with a major Canadian bank in 2001.
David has been helping High Net Worth clients develop bespoke portfolios ever since and takes a holistic approach to Wealth Management.
Currently residing in Toronto with his wife, son and daughter, in his spare time, David enjoys playing chess, watching and playing baseball, basketball and football, collecting coins and spending time with his family.